Private Equity Insights

JANUARY 15, 2025

Fast-fashion giant Shein is backed by General Atlantic, Tiger Global Management, and Sequoia Capital and valued at $66bn in 2022. Nonetheless, founder James Watt remains a significant shareholder, and the company has yet to start a formal process. It has filed confidentially with the Financial Conduct Authority for a London IPO.

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The Motley Fool

FEBRUARY 27, 2025

But perhaps the most insight can be gained from the Oracle of Omaha's annual shareholder letter. Although these shareholder letters are typically known for their unwavering optimism, Buffett's newly released letter contains four of the most chilling words investors will ever witness. 1, 2022 through Dec.

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The Motley Fool

DECEMBER 23, 2024

Dividend stocks reign supreme Companies that pay a regular dividend to their shareholders are almost always profitable on a recurring basis, as well as time-tested. Wake up with Breakfast news in your inbox every market day. Sign Up For Free Image source: Getty Images. 30, 2021 to as high as 12.6%.

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The Motley Fool

JANUARY 3, 2025

Indeed, The Wall Street Journal reports that Alphabet paid Apple $20 billion in 2022, but that revenue (which falls under the services segment) could disappear when the case is finally resolved. Prospective investors should look elsewhere, and current shareholders should consider trimming their positions. Valuation is also a concern.

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Private Equity Professional

MARCH 27, 2025

We focus on building companies for the long-term, with a focus on doing the right thing for its customers, employees and shareholders. In April 2022, OEP closed its latest fund, One Equity Partners VIII LP , with committed capital of $2.75 Were not constrained by the traditional PE model of short-term hold and exits, added Mr. Yoffe.

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The Motley Fool

FEBRUARY 14, 2025

1, 2022 and Sept. Steadily reducing the company's share count helps to gradually increase the ownership stakes of existing shareholders. Warren Buffett is seeking value amid a historically pricey stock market Based on Berkshire Hathaway's previous eight quarterly reports, Buffett and his team have been decisive net sellers of equities.

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The Motley Fool

MARCH 27, 2025

Healthcare stocks have been out of vogue with investors since late 2022. Keeping with this theme, management has expressed confidence in their ability to return the company to pre-pandemic operating margins in the coming years, a development that would boost profitability and, hence, its ability to reward loyal shareholders.

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Private Equity Professional

JANUARY 14, 2025

During Cortecs ownership, RMS completed the acquisitions of Texas-based Breaux Machine Works (July 2022), Texas-based Origin Metrology Group (May 2023), Houston-based Plant Process Machine Works (November 2023), and New York-based Blading Services Unlimited (November 2023). Cortec Group acquired RMS from Incline Equity Partners in June 2019.

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The Motley Fool

SEPTEMBER 21, 2024

However, the company's 20-for-1 stock split in June 2022 made it much more affordable. For one thing, he has been aggressively buying the oil stock since 2022. The legendary investor also wrote to Berkshire shareholders earlier this year that it is one of a handful of stocks he plans to own "indefinitely."

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The Motley Fool

AUGUST 2, 2024

Berkshire's Treasury holdings ballooned from $109 billion at the end of the third quarter in 2022 to $189 billion 18 months later. Treasury bill position far in excess of what conventional wisdom deems necessary," he wrote in his most recent letter to shareholders. Buffett knows the Treasury holdings are probably overkill.

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The Motley Fool

OCTOBER 26, 2024

Additionally, investors appreciate the Oracle of Omaha's generally open-book approach in his annual letter to shareholders and during his roughly five-hour question-and-answer session during Berkshire Hathaway's annual shareholder meeting. Beginning in the fourth quarter of 2022 (Oct. 1, 2022 and June 30, 2024.

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The Motley Fool

AUGUST 6, 2024

Buffett releases his annual letter to shareholders. Buffett speaks candidly with investors during Berkshire's annual shareholder meeting. Buffett and his team have been net-sellers of equities since October 2022 Let me preface this discussion by making one thing clear: Warren Buffett is a long-term optimist on the U.S.

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The Motley Fool

AUGUST 26, 2024

As CEO of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , Buffett offers tons of investment advice and commentary in his annual letters to shareholders and at the conglomerate's annual shareholders meeting in Omaha, Nebraska. Buffett pointed to the value of his investment in Amex during his 2022 letter to shareholders.

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The Motley Fool

OCTOBER 20, 2024

The latest sale is particularly interesting The Securities and Exchange Commission (SEC) requires large shareholders -- investors owning more than 10% of a company's stock -- to report any trade within two business days. In the years before 2022, banks bought a large number of debt securities that are now a drain on income.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

JULY 28, 2024

for shareholders since taking over the business in 1965. In his most recent letter to shareholders, Buffett suggested another stock that should perform better than the average American company, and it could turn out to be a great value stock for investors. Buffett's produced an average compound annual gain of 19.8% in that time.

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The Motley Fool

MARCH 20, 2025

Despite its generating record sales and profits through 2022, early projections of sustained demand for coronavirus vaccinations failed to materialize, leading to a sharp drop in the business. Shareholders haven't been immune to a deep reset in the company's expectations, with the stock losing 92% of its value from its all-time high.

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The Motley Fool

MARCH 6, 2025

Carey 's (NYSE: WPC) stock price peaked in July 2022 at almost $78 per share. It spun off a portion of its office portfolio to shareholders by creating office REIT Net Lease Office Properties. In a better position to grow long-term shareholder value W. That was more than 30 months ago. In addition, W.P.

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The Motley Fool

JULY 16, 2024

However, Equinor cashed in on the oil and gas recovery over the last few years -- booking record revenue, net income, and free cash flow in 2022. per share in Q3 2022. per share in dividends in 2022, and $3.40 In October 2022, ConocoPhillips paid an extraordinary dividend of $1.40 per share at the end of 2019 to $0.09

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The Motley Fool

APRIL 1, 2025

For instance, Revlimid, a medication for multiple myeloma and lymphoma, lost its market exclusivity in 2022. This outlook bodes well for shareholders focused on the sustainability of Bristol Myers Squibb's $0.62 Its sales declined from a peak of $12.8 billion in 2021 to $5.8 billion last year. quarterly dividend, which yields 4.1%.

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The Motley Fool

OCTOBER 10, 2024

billion, an admittedly tremendous burden for a company whose shareholders' equity is just $8.6 billion at the end of fiscal 2022. Even though it has risen 170% since late 2022, the stock is still down slightly for the year in 2024. That gives prospective shareholders an additional reason to consider Carnival stock.

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Private Equity Wire

DECEMBER 23, 2024

This acquisition marks the exit of the investment platform Nextalia, which had been a shareholder since 2022. According to a recent press release, the two investors now hold a combined 83% stake in Diagram Group, with each owning 41.6%.

Stakes 98

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The Motley Fool

MARCH 20, 2025

It has turned recent net losses in 2022 and 2023 into profits in 2024 thanks to a combination of price increases and cost-cutting. And crucially, free cash flow can be used to increase shareholder value through stock buybacks , reducing debt , or paying dividends.

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The Motley Fool

NOVEMBER 7, 2024

In the quarter, we continue to execute against our strategy that is driving long-term growth and shareholder value. We're very pleased with Enact's operational strength's capital levels and consistent shareholder distributions. Our first priority is to create shareholder value through Enact's growing market value and returns.

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The Motley Fool

JANUARY 10, 2025

Should we reach a point at which companies acquiring Nvidia GPUs to train their AI models have all the computing capacity they need, there could be a similar stock crash as experienced in 2018 and 2022 because Nvidia wouldn't have near the demand. That will be another dark year for Nvidia's stock, as it will likely crash.

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The Motley Fool

DECEMBER 14, 2024

Shopify (NYSE: SHOP) stock has likely impressed its shareholders with a nearly 60% gain over the last year. However, an effort to expand merchant services into logistics brought about high expenses and ongoing losses, which contributed to a massive stock price decline in 2022.

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The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). During Berkshire's most recent annual shareholder meeting, Buffett opined that corporate tax rates were liable to climb in the future. billion Q1 2023: $10.41

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

OCTOBER 19, 2024

Trust in superior capital allocation Capital allocation in the oil space can be difficult because a company's survival is often prioritized over shareholder profits. How can we tell how good a company has done at investing shareholder wealth? Buffett likes companies that put shareholder interests first. of the company.

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The Motley Fool

OCTOBER 4, 2024

For seven consecutive quarters (October 2022 through June 2024), the Oracle of Omaha and his investment team have been net-sellers of stocks, with the aggregate total of this net-selling activity approaching $132 billion. But just because Berkshire's chief has a positive long-term outlook on the U.S.

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The Motley Fool

FEBRUARY 28, 2025

Consumer confidence is running low, and the bull market that started in October 2022 might be running out of rocket fuel. If all a fund does is match the leading market indicator for more than a decade, it's doing something right -- and building significant wealth for its shareholders. The stock market looks wobbly these days.

Investing 130

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The Motley Fool

AUGUST 24, 2024

Since December 2022, its stock purchases have totaled $21 billion, but its stock sales have exceeded $137 billion. The S&P 500 (SNPINDEX: ^GSPC) has advanced by 45% since December 2022, which exceeds its historical average by a wide margin, so it's not hard to imagine a correction may be on the horizon.

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The Motley Fool

OCTOBER 21, 2024

In past shareholder letters and annual meetings, Buffett has praised Coke for expanding its international brand, growing profits, and returning a ton of value to loyal shareholders through buybacks and dividend raises. After soaring in 2021 and 2022, Chevron's stock price has cooled off. That's well above the 1.3%

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Exchange-Traded Funds Stakes Banks Shareholders 246

The Motley Fool

SEPTEMBER 9, 2024

In 2022 and 2023, the Federal Reserve hiked interest rates 11 times in an effort to stifle abnormally high levels of inflation. has materially cooled from its high points during the summer of 2022. BDCs have an unusual corporate structure in that 90% of taxable income is distributed to shareholders on an annual basis.

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The Motley Fool

FEBRUARY 5, 2025

Some of the attractive ETFs that can deliver passive income with the potential for some capital appreciation include iShares Core High Dividend ETF (NYSEMKT: HDV) , Global X US Preferred ETF (NYSEMKT: PFFD) , and Cambria Foreign Shareholder Yield (NYSEMKT: FYLD). Start Your Mornings Smarter! Of course, there's no free lunch.

Exchange-Traded Funds 214

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The Motley Fool

NOVEMBER 7, 2024

The past few years have been very rewarding ones for patient Apple (NASDAQ: AAPL) shareholders. The stock's up more than 300% since its early 2022 pandemic-prompted low, and higher to the tune of 700% for the past decade. There's an undeniable reality that no shareholder can afford to ignore, however. Data source: Apple Inc.

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The Motley Fool

AUGUST 16, 2024

Many lengthy books have been written highlighting the formula the rightly named "Oracle of Omaha" has used to deliver outsized gains for his shareholders. Q4 2022 : $14.64 Q4 2022 : $14.64 Since ascending to the CEO chair in 1965, he's overseen a greater than 5,230,000% aggregate return in his company's Class A shares (BRK.A)

Banks 246

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The Motley Fool

DECEMBER 1, 2024

Lam is a cash machine Growth is nice, but if a company doesn't efficiently convert that growth into profits, shareholders won't ultimately benefit. High ROE companies generate lots of cash, which can be deployed into new growth opportunities or returned to shareholders in the form of share repurchases and dividends.

Investors 246

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The Motley Fool

NOVEMBER 4, 2024

1, 2022 through Sept. Although Warren Buffett is a fan of holding stocks for extended periods, his comments during Berkshire's annual shareholder meeting in May regarding corporate taxation suggest a possibility that this recent selling in BofA is benign. It's possible this selling is stock specific.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246